LOMBARD SECURITIES INCORPORATED

Broker-DealerFINRA MemberEst. 1991
Total AUM
Advisory reps
57
Avg account
$0

Firm details

Headquarters
BALTIMORE, Maryland
CRD number
27954
Registered since
February 11, 1991

Firm profile

FINTRX

Overview

Lombard Securities Incorporated is a corporation that has been SEC-registered since 1991 and is individually owned. The firm's public profile in the provided dataset is sparse: it is listed as "unclassified" and is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm did not supply details about its advisory activities, business lines, fee arrangements, or target client segments in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • TERRY DONLAN WELKER

    Chief Compliance OfficerCRD 2825889

  • WILLIAM SOCHA

    Co-CEO & CFOCRD 712323

  • CHARLES FOX

    Co-CEOCRD 1201770

Contacts

3 of 54
  • HARVEY BYRD

    Investment Advisor RepresentativeCRD 5202142

  • Christopher Oates

    RepresentativeCRD 7112669

  • DAVID GUENSCH

    Financial AdvisorCRD 1769051

Unlock 51 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BALTIMORE, MD

BALTIMORE CITY

Location

BALTIMORE, MD

Headquartered in BALTIMORE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
BALTIMORE CITY
Address
1820 Lancaster St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth